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Dynamic Advisor Solutions’s Otis Worldwide OTIS Stock Holding History

Dynamic Advisor Solutions’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,339
Closed -$204K – 988
2025
Q4 		$204K Sell
2,339
-15
-0.6% -$1.34K 0.01% 896
2025
Q3 		$215K Sell
2,354
-228
-9% -$20.7K 0.01% 879
2025
Q2 		$256K Sell
2,582
-115
-4% -$11.1K 0.01% 791
2025
Q1 		$278K Buy
2,697
+372
+16% +$36.3K 0.01% 731
2024
Q4 		$215K Sell
2,325
-725
-24% -$72.7K 0.01% 607
2024
Q3 		$317K Sell
3,050
-277
-8% -$26.4K 0.01% 730
2024
Q2 		$320K Sell
3,327
-497
-13% -$47.9K 0.01% 745
2024
Q1 		$380K Buy
3,824
+170
+5% +$15.7K 0.01% 682
2023
Q4 		$320K Buy
3,654
+254
+7% +$21.1K 0.01% 693
2023
Q3 		$273K Buy
3,400
+920
+37% +$78.7K 0.01% 684
2023
Q2 		$221K Buy
+2,480
New +$209K 0.01% 714
2020
Q3 		– Sell
-4,006
Closed -$228K – 637
2020
Q2 		$228K Buy
+4,006
New +$208K 0.03% 443

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dynamic Advisor Solutions's OTIS Position: Q1 2026 in Review

Dynamic Advisor Solutions sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 2,339 shares — an estimated $204K sold.

Dynamic Advisor Solutions first reported a position in OTIS in Q2 2020 and held it in 12 quarters. The position peaked at $380K in Q1 2024. 1,241 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Dynamic Advisor Solutions reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,339 Otis Worldwide shares in Q1 2026, an estimated $204K.
  • Dynamic Advisor Solutions first reported a position in Otis Worldwide in Q2 2020 and held it in 12 quarters.
  • Dynamic Advisor Solutions's Otis Worldwide position peaked at $380K in Q1 2024.
  • 1,241 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2026, filed 8 Apr 2026.